Dale Q Rice Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

Dale Q Rice Investment Management’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21M	Sell	24,502 -2,822	-10%	-$143K	0.66%	21
2026 Q1	$1.46M	Sell	27,324 -663	-2%	-$38.9K	1.1%	16
2025 Q4	$1.74M	Sell	27,987 -4,310	-13%	-$266K	1.25%	14
2025 Q3	$1.94M	Sell	32,297 -1,637	-5%	-$100K	1.37%	14
2025 Q2	$2.06M	Sell	33,934 -37,658	-53%	-$2.26M	1.71%	12
2025 Q1	$4.31M	Sell	71,592 -1,192	-2%	-$74K	2.23%	10
2024 Q4	$4.25M	Buy	+72,784	New	+$4.33M	1.87%	12

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dale Q Rice Investment Management's IHI Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its iShares US Medical Devices ETF (IHI) stake by 10% in Q2 2026, selling an estimated $143K and leaving 24,502 shares worth $1.21M. The position accounts for 0.66% of the portfolio, ranked #21.

Dale Q Rice Investment Management first reported a position in IHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.31M in Q1 2025. 500 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Dale Q Rice Investment Management held 24,502 shares of iShares US Medical Devices ETF worth $1.21M as of Q2 2026.
Dale Q Rice Investment Management sold 2,822 iShares US Medical Devices ETF shares in Q2 2026, an estimated $143K.
iShares US Medical Devices ETF made up 0.66% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #21 holding.
Dale Q Rice Investment Management first reported a position in iShares US Medical Devices ETF in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's iShares US Medical Devices ETF position peaked at $4.31M in Q1 2025.
500 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.